Pension plan administration
SBA provides clients full defined benefit outsourcing services for both qualified and non-qualified plans. Our services include actuarial projections and calculations for participants, comprehensive communications and fulfillment services for those participants commencing payments, payment instruction processing delivered to the trustee, valuation data feeds to the actuary, and all associated services required for the operation of your plans.
At the center of our outsourcing operation is a high-touch service center staffed with highly responsive, knowledgeable benefits professionals. Each client is assigned a dedicated 800 number that is utilized only by the client's participants and other interested parties approved by the client. All calls are recorded and archived for future access, if necessary.
Full QDRO Administration
- In order to meet the increasingly complex demands of QDRO servicing, Strategic Benefits Advisors, Inc. (SBA) provides clients with comprehensive servicing of DROs by developing and maintaining a custom DRO center that has the following attributes:
- A dedicated 800# that will be used only for servicing attorneys and their staff who require assistance with client-related DROs. The center will also service any participants who call in with DRO-related questions or requests.
- A staff of dedicated, experienced SBA employees who will be available to promptly answer incoming calls.